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Bernardo Wealth Planning’s Ocular Therapeutix OCUL Stock Holding History

Bernardo Wealth Planning’s Portfolio OCUL Stock Details OCUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,879
Closed -$92.1K – 144
2026
Q1 		$92.1K Buy
+10,879
New +$104K 0.02% 128

Other funds holding OCUL

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bernardo Wealth Planning's OCUL Position: Q2 2026 in Review

Bernardo Wealth Planning sold out of Ocular Therapeutix (OCUL) in Q2 2026, closing a stake of 10,879 shares — an estimated $92.1K sold.

Bernardo Wealth Planning first reported a position in OCUL in Q1 2026 and held it in 1 quarter. The position peaked at $92.1K in Q1 2026. 263 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

  • Bernardo Wealth Planning reported no remaining Ocular Therapeutix position as of Q2 2026 after selling out during the quarter.
  • Bernardo Wealth Planning sold 10,879 Ocular Therapeutix shares in Q2 2026, an estimated $92.1K.
  • Bernardo Wealth Planning first reported a position in Ocular Therapeutix in Q1 2026 and held it in 1 quarter.
  • Bernardo Wealth Planning's Ocular Therapeutix position peaked at $92.1K in Q1 2026.
  • 263 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.